About Us

Why SkyOak Wealth?

Who We Are

Built to Guide You
For Generations

With over 100 years of combined experience, our team shares a unified commitment to helping you live fully, invest wisely, and plan with confidence.

 We’ve built our firm on a simple truth: Your financial life deserves care, consistency, and a partner who grows with you—for decades to come.

Our multi generational team of advisors spans decades of experience and perspective to help ensure your plan reflects your needs through every season of life.

Our Core Values

Always act in the best interest of our clients

Hold ourselves to the highest level of the fiduciary standard

Provide unbiased and trustworthy advice

Remain curious and committed to evolving as a firm

Embrace innovation to the betterment of our clients

Our Approach to Client Advocacy

We Listen First

You belong at the center of your financial world, and we make sure our guidance always reflects that. Before we provide answers, we always take the time to listen to your concerns and challenges first.

We Coordinate Everything

Like a quarterback, you remain in control—always. We work as a coordinated team with your other professionals to deliver seamless financial strategies that support your needs.

We Educate and Empower

While we’re happy to take the lead, your financial knowledge is still a top priority for our team. Without the confusing jargon, we’re here to educate and empower your financial decision-making.

We’re Here for the Long Run

Intentionally built to support generations to come, we’ll always be here to guide you and your loved ones through life’s biggest milestones, including retirement.